# The practice module, six workstreams deep > Partner-segment access enforced at the data layer, handoff notifications, time entry with budget-vs-actuals per engagement, versioned playbooks, a role-aware Today, @mentions, and secure client document requests. Published 2026-06-20 by Zeno ยท Product update, Practice Source: https://zenorent.com/blog/2026-06-20-practice-module-six-workstreams The practice module is what an accounting firm uses to run itself: clients, engagements, staff, deadlines, and the work that moves between them. It has been usable for a while and organized for nobody. We ran six workstreams at it. ## Who can see which clients Firms are not flat. A partner with a book of business should see their segment, and staff should see what they're assigned. Partner-segment access is enforced at the data layer, not hidden in the interface, so a client outside your segment doesn't appear in lists, search, or reports. ## Handoffs that notify Work sits because nobody knows it moved. Engagements generate a notification on staff handoff, whether the engagement was assigned to you, returned to you, or is waiting on your review, plus client-facing reminders on the deadlines that need something from the client's side. ## Time, and whether the engagement is worth it Time entry moved out of the practice module into shared code, so the same entry can post against an engagement, a project, or a job. Budget-versus-actuals per engagement sits on top of it. Set a budget when you scope the work and you can see, mid-season, which engagements are underwater while there's still time to do something about it. ## Playbooks with versions A playbook is the firm's standard procedure for a kind of engagement. Playbooks version now: publish a revision and it propagates to engagements that follow it, without rewriting the checklist on work already in progress. Checklists are part of the playbook, not a separate list someone forgets to update. ## A Today that knows your role The landing page is role-aware. A preparer sees their worklist, a reviewer sees what's queued for review, and a partner sees the segment. It's an inline worklist with KPI filters and banded groups: click a number and you get the rows behind it. The old choreography board is still at `/practice/board` for anyone who wants it. Engagement detail was rebuilt around the records it shows, with inline assignee, due date, and priority editing from the engagements list. ## Talking about the work, next to the work Staff discussion comments with @mentions live on the engagement, so the conversation about a return is attached to the return. Document requests can be emailed to clients as secure links: the client uploads without an account, and the file lands on the engagement. ## Appointments Scheduling runs as a cross-module booking pipeline, with a per-staff calendar view and a Today's-appointments card on the dashboard. Any module that needs to put a person somewhere at a time uses the same pipeline. --- Live for practice organizations. Tell us what your firm does that this still doesn't model: support@zenorent.com.